EFFICIENT ADVISORS Overview
Efficient Advisors Llc is an investment advisor that manages 691.9 MM dollars in regulatory AUM and has 10 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/11 to 09/30/20. The fund's latest filing disclosed 545MM in positions, representing 79% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 09/30/20. The fund's latest filing disclosed 545MM in positions, representing 79% of the manager's regulatory AUM.
EFFICIENT ADVISORS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
EFFICIENT ADVISORS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AGG | 20.09% | ETF | 0.37% | -0.51% | 0 | 7% | ||
| BSV | 10.85% | ETF | 0.03% | -0.3% | 0 | 5% | ||
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FEATURED IN
EFFICIENT ADVISORS Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Gerrit A. Fedele | Chief Compliance Officer | June-2009 |
| Gerrit A. Fedele | President | December-2014 |
EFFICIENT ADVISORS Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
EFFICIENT ADVISORS Investment Strategy
EFFICIENT ADVISORS Portfolio Concentration
EFFICIENT ADVISORS Location
1801 MARKET STREET
SUITE 1000
PHILADELPHIA, Pennsylvania
UNITED STATES, 19103
SUITE 1000
PHILADELPHIA, Pennsylvania
UNITED STATES, 19103
EFFICIENT ADVISORS Contact Information
Phone Number: 267-613-6250
Fax Number: 267-613-6259
Website: http://www.efficientadvisors.com
Fax Number: 267-613-6259
Website: http://www.efficientadvisors.com
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